Financial Lending Expert Witness | California

Expert Qualifications

This expert has over 35 years of experience in the banking, finance, investment, and brokerage business. He earned his BA in philosophy, economics, and accounting from Pomona College and is licensed as both a California Real Estate Broker and California Finance Lender and Broker. He is a member of the National Association of Realtors and the California Association of Realtors. He formerly served as a commercial loan officer at Bank of America, as the chief financial officer of Engineered Equipment Company, and as the senior vice president of Mellon Bank and Regents Bank. This expert is currently the president and CEO of a commercial real estate lending company in California.

Bio Snapshot

Location: CA

BA, Philosophy, Economics and Accounting, Pomona College

Licensed, California Real Estate Broker

Licensed, California Finance Lender and Broker

Member, National Association of Realtors

Member, California Association of Realtors

Former, Commercial Loan Officer, Bank of America

Former, Chief Financial Officer, Engineered Equipment Company

Former, Senior Vice President, Mellon Bank

Former, Senior Vice President, Regents Bank

Current, President and CEO, a commercial real estate lending company in CA

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